TEAM Risk Management Strategies
TEAM is a payroll & HR solution for household employees of family office clients, removing the administrative burden and liability that comes when employing nannies, assistants, housekeepers, etc. TEAM differs from a standard payroll solution or PEO by becoming the legal employer of record, then taking full responsibility to manage all payroll, taxes, HR, employee health / retirement benefits, compliance, and ongoing employee support via a high-touch, dedicated support model.
All employment liability is then owned by TEAM, and families/advisors receive a seamless, white-glove solution that outsources all administrative work associated and creates a scalable, outsourced solution for their domestic employees.
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In their words
"I believe people matter more than things, and I love partnering with our clients to solve real needs that make their lives easier."
Taylor Jensen
Services
TEAM is a payroll & HR solution that removes the administrative burden and liability that family offices and their principals bear when employing household staff.
Main Tasks
Payroll and HR services for household staff, owning all administrative duties/responsibilities as legal Employer of Record
Employee benefits administration for groups as small as one household employee (group-sponsored health, dental, vision, 401(k), etc.)
Full employment-related liability protection for clients with household employees (workplace injuries, wage & hour claims, wrongful termination, etc.)
- Dedicated, high-touch support model
- Unlimited HR support (offer letters, employment agreements, guidance for sticky HR issues, terminations, etc.)
Auditors
- Crowe
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 50-100
Founded
- 2003
Locations
- San Diego
Top 5 Markets
- United States of America
Ownership
- Key staff also have ownership
Focus
- Single-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Banks,
- Foundations
Happy to provide references when asked.
Request References
User Journey
Feature List
Overview
User Journey
Feature List
Overview
Support & Services
Learn what support and services you can expect
Support options
Dedicated contact
Pricing of support
On use basis
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